Assign preference levels

Goal: tell procurement which brand to buy first. Where: step 4 of Create FBG, Assign Preferences. The same step appears when you edit a draft, a rejected group, or an approved group.

Only products you left selected on Review Matched SKUs appear here.

These three rows are what the next step ranks.

What the three levels mean

Level	On screen	Use it for
Primary	Preferred brand(s) for ordering	The brand you want bought
Secondary	Acceptable substitute if primary unavailable	The first fallback
Tertiary	Last fallback option	The brand you accept only when the others are out

The step states that the reorder engine prioritizes Primary, then Secondary, then Tertiary. A group with assignments and no Primary shows a warning on Review & Submit: the reorder engine needs at least one Primary SKU.

Steps

1. Reach Assign Preference Levels with the products you want in the group.
2. On a brand card, click Set all and choose Primary, Secondary, or Tertiary. That sets every product of that brand.
3. Or open the Preference dropdown on a single row and pick one level.
4. Watch the pills. For the ibuprofen example they read Primary: 1, Secondary: 1, Tertiary: 1, and each card reads 1/1 assigned.

Brand	Product	SKU	Pack	Price	Level
Demo Pharma	Demo Ibuprofen 400mg	FBG-2201	20	Rs 180	Primary
Demo Medisource	Demo Ibucare 400mg	FBG-2202	10	Rs 95	Secondary
Demo Wellness	Demo Ibuflex 400mg	FBG-2203	15	Rs 120	Tertiary

Set all on the brand header, or the dropdown on the row. The coloured row shows the level you picked.

5. Click Next. Review & Submit lists the same ranking under Preference Assignments (3 SKUs).

The summary is what the approver will see. Submit for Approval sends it on.

You can continue with products still unassigned. They are omitted from the group. A grey Unassigned pill counts them while any remain.